|Firm||PSG Wealth Financial Planning (Pty) Ltd)|
Ground Floor, White Oak Terrace, 2 Edmar Street, Old Oak Office Park, Bellville, Cape Town, 7530
Post Graduate Diploma in Financial Planning
|Life and Disability|
FOCUSFinancial Planning, Estate Planning, Investment Advice, Stockbroking
OTHER COMPANIES REPRESENTED
12 years Experience Providing Holistic Financial Planning Advice.
We offer a comprehensive wealth management offering, designed to meet your needs as an individual, family or business.
You can trade directly in shares and other securities, or invest in unit trusts. We also offer a comprehensive estate planning and fiduciary service, including local and offshore trusts and the administration of deceased estates. For businesses, we offer a full suite of employee benefits and bespoke multi-managed investment solutions.
|Minimum Levels of Premium/Investment accepted||Lump Sum: R0.00
Recurring monthly: R0.00
|Remuneration||Fee OR commission|
|Legal structure of employer||(Pty) Ltd company|
|Number of staff||> 50|
|Indemnity insurance||Insurance: yes